Estée Lauder Companies (EL) stock
Consumer Staples · Personal Care Products
Estée Lauder Companies (EL) is a Personal Care Products company in the Consumer Staples sector, headquartered in New York City, New York. As of October 23, 2026, EL closed at $108.67, a market capitalization of $39.37 billion, the 278th largest company in the S&P 500. Over the last twelve months it generated $15.05 billion in revenue (+6% year over year) and $1.32 billion in free cash flow. The stock trades at 217.3x trailing earnings and 27.6x forward earnings.
- 1-year total return: +10.8% (dividends reinvested)
- 5-year return: -18.6% a year
- 52-week range: $66.22 – $121.64
- Gross margin 75.5%, operating margin 7.0%
- Dividend yield: 1.29%
- FI Handbook report card: C- across 10 metrics
- 16th largest of 34 Consumer Staples stocks in the S&P 500
EL price chart
1Y price change: +9.2% (price only; total returns below include dividends)
| Total return | 1M | YTD | 1Y | 3Y | 5Y | 10Y | MAX |
|---|---|---|---|---|---|---|---|
| EL | +10.0% | +4.9% | +10.8% | -5.7% | -18.6% | +3.6% | +9.7% |
Dividends reinvested. 3Y and longer are annualized; MAX is annualized since 1995.
EL key statistics
- Market cap
- $39.4B
- #278 in S&P 500
- P/E (TTM)
- 217.3x
- Forward P/E
- 27.6x
- EPS (TTM)
- $0.50
- Revenue (TTM)
- $15.0B
- +6%
- Free cash flow
- $1.3B
- Gross margin
- 75.5%
- Operating margin
- 7.0%
- Return on equity
- 4.7%
- Dividend yield
- 1.29%
- 52-week range
- $66.22 – $121.64
- Beta
- 1.26
- Price / sales
- 2.6x
- EV / EBITDA
- 18.4x
- Debt / equity
- 2.43x
- Employees
- 37,950
EL report card
C-Ten fundamentals graded A to F against fixed thresholds. Not a buy or sell rating.
- Revenue growth6.3%C
- Gross margin75.5%A
- Operating margin7.0%D
- FCF margin8.7%C
- Return on equity4.7%F
- Net debt / EBITDA2.3xD
- Forward P/E27.6xC
- PEG ratio2.1xD
- Shareholder yield1.5%D
- Share count change / yr-0.2%C
Estee Lauder Companies, Inc. (T financials
Revenue went from $11.8B in fiscal 2017 to $15.0B in fiscal 2026, growing 2.7% a year.
| Fiscal year | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $11.8B | $13.7B | $14.9B | $14.3B | $16.2B | $17.7B | $15.9B | $15.6B | $14.3B | $15.0B |
| Gross profit | $9.4B | $10.8B | $11.5B | $10.7B | $12.4B | $13.4B | $11.3B | $11.2B | $10.6B | $11.4B |
| Operating income | $1.7B | $2.1B | $2.3B | $606.0M | $2.6B | $3.2B | $1.5B | $970.0M | -$785.0M | $780.0M |
| Net income | $1.2B | $1.1B | $1.8B | $684.0M | $2.9B | $2.4B | $1.0B | $409.0M | -$1.1B | $182.0M |
| EPS (diluted) | $3.35 | $2.95 | $4.82 | $1.86 | $7.79 | $6.55 | $2.79 | $1.08 | $-3.15 | $0.50 |
| Free cash flow | $1.3B | $1.9B | $1.8B | $1.7B | $3.0B | $2.0B | $728.0M | $1.4B | $670.0M | $1.3B |
| Buybacks | $413.0M | $759.0M | $1.6B | $893.0M | $733.0M | $2.3B | $271.0M | $35.0M | $35.0M | $70.0M |
| Dividends paid | $486.0M | $546.0M | $609.0M | $503.0M | $753.0M | $840.0M | $925.0M | $947.0M | $618.0M | $508.0M |
| Diluted shares | 373.0M | 375.7M | 370.4M | 366.9M | 368.2M | 364.9M | 360.9M | 360.8M | 360.1M | 364.8M |
Source: SEC filings (10-K XBRL). EPS and share counts are split-adjusted.
What's priced into EL?
A reverse DCF asks what growth the current price requires. With an enterprise value of $45.1B and $1.3B of trailing free cash flow, Estee Lauder Companies, Inc. (T needs to grow free cash flow about 24.4% a year for ten years (fading to 3.0% terminal growth) to earn a 10% annual return. For context, free cash flow grew -15.2% a year over the last five years.
P/E ratio history
Current 217.3x vs. median 37.4x (10th–90th percentile 27.3x–76.0x).
A model, not a forecast or advice. Small changes in assumptions move the answer a lot.
EL dividend
- Dividend yield
- 1.29%
- Annual dividend
- $1.40
- Years of increases
- —
- 5-yr dividend growth
- -1.2%
- per year
- Payout ratio
- 280%
- Payments per year
- 4
Regular dividends per share by calendar year; special dividends excluded. Current year omitted until complete.
EL earnings
Next report: November 2, 2026. Estee Lauder Companies, Inc. (T has beaten EPS estimates 8 quarters in a row. Last quarter's revenue was $3.6B (+6% year over year).
| Report date | EPS estimate | EPS actual | Surprise |
|---|---|---|---|
| Aug 19, 2026 | $0.32 | $0.39 | +22.1% |
| May 1, 2026 | $0.65 | $0.91 | +40.2% |
| Feb 5, 2026 | $0.83 | $0.89 | +6.6% |
| Oct 30, 2025 | $0.18 | $0.32 | +81.9% |
| Aug 20, 2025 | $0.09 | $0.09 | +1.1% |
| May 1, 2025 | $0.31 | $0.65 | +108.8% |
| Feb 4, 2025 | $0.32 | $0.62 | +93.8% |
| Oct 31, 2024 | $0.10 | $0.14 | +46.8% |
Stocks like EL
| Name | Today | 1Y | Mkt cap | P/E | |
|---|---|---|---|---|---|
 PG Procter & Gamble | -2.76% | +10% | $373.2B | 24.3x | Compare |
 KVUE Kenvue | -1.56% | +38% | $37.6B | 22.8x | Compare |
 WMT Walmart | -1.02% | +13% | $954.1B | 43.4x | Compare |
 COST Costco Wholesale | -1.46% | +7% | $444.6B | 48.3x | Compare |
 KO Coca-Cola | -2.76% | +36% | $398.9B | 27.8x | Compare |
 PM Philip Morris International | -1.13% | +31% | $310.9B | 29.1x | Compare |
 PEP Pepsico | -2.20% | -7% | $185.0B | 17.1x | Compare |
 MO Altria | -2.31% | +23% | $124.1B | 15.6x | Compare |
EL news
- This Stock Faces a Beautiful Future After Completing Its Makeover · Oct 24, 2026
- China Growth Webcast Could Be A Game Changer For Estée Lauder (EL) · Oct 22, 2026
- The Estée Lauder Companies Inc. to Webcast Capital Markets Experience: China Ecosystem Immersion Presentations on November 4, 2026 · Oct 21, 2026
- The Estée Lauder Companies Inc. to Webcast Discussion of Fiscal 2027 First Quarter Results on November 2, 2026 · Oct 19, 2026
- The Estée Lauder Companies Appoints Krista Lee Berger Senior Vice President, Global Marketing, Clinique · Oct 19, 2026
EL stock FAQ
What is EL's market cap?
Estée Lauder Companies's market capitalization is $39.37 billion as of October 23, 2026, ranking 278th in the S&P 500.
What is EL's P/E ratio?
EL trades at a trailing price-to-earnings ratio of 217.3x and a forward P/E of 27.6x. Its median P/E over the period we track is 37.4x.
Does EL pay a dividend?
Yes. Estée Lauder Companies pays $1.40 per share a year, a 1.29% yield. Dividends fell 1.2% a year over the last five years.
How much has EL stock returned?
Including reinvested dividends, EL returned +10.8% over one year, -18.6% a year over five years, +3.6% a year over ten years through October 23, 2026.
Is EL stock overvalued?
At today's price, a reverse discounted cash flow model (10% discount rate, 3% terminal growth) implies Estée Lauder Companies must grow free cash flow about 24% a year for the next decade. Its free cash flow fell 15% a year over the last five years. Whether that is achievable decides if the stock is cheap or expensive. This is a model, not advice.
When does EL report earnings?
Estée Lauder Companies is expected to report earnings on November 2, 2026. It has beaten EPS estimates 8 quarters in a row.
How many employees does Estée Lauder Companies have?
Estée Lauder Companies has about 37,950 full-time employees, or $396,548 of revenue per employee.
Sources: SEC EDGAR filings, Yahoo Finance market data (delayed), FI Handbook calculations. Last close October 23, 2026. Methodology